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Thursday 1 October 2026
Synopsys raises long-term growth and margin targets, guides fiscal 2027 revenue to US$11.15 billion
Synopsys is betting that custom silicon and AI-driven chip design will lift its growth above the double-digit pace it previously targeted. At its investor day in New York on September...
Thursday 1 October 2026
Nextronics sees AI, robotics, medical demand reshaping revenue mix
Connector maker Nextronics Engineering said its humanoid robot-related products began shipping in 2026, while North American customers are preparing for mass production and have set...
Thursday 1 October 2026
China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments
China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese...
Thursday 1 October 2026
DIGITIMES Insight: AI scaling is moving from chip shrinkage to system integration
TSMC said the next phase of AI performance growth will depend less on shrinking a single chip and more on combining multiple chips, memory, and advanced packaging inside larger systems...
Thursday 1 October 2026
AWS Trainium 3 shipments stall as supply chain sees turnaround
AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
Thursday 1 October 2026
Micron's record quarter rests on pricing power as customers lock in 2027 supply
Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...
Thursday 1 October 2026
Samsung Foundry gets boost from HBM4 as 2nm push continues
Samsung Electronics' HBM4 ramp is giving its foundry business a timely boost, as rising demand for the memory product translates into more work for the company's 4nm logic lines.
Thursday 1 October 2026
ChainSea targets fourth-quarter OTC listing as AI transformation business takes shape
Digital transformation integrator ChainSea Information Integration plans to list on Taiwan's over-the-counter (OTC) market in the fourth quarter of 2026, with the process expected...
Wednesday 30 September 2026
Taiwan identifies electricity supply as national strength, with plans to expand gas and green energy
As power infrastructure is now widely regarded as the foundation of a nation's strength, Taiwan is accelerating investment in gas-fired generation, green energy and energy storage...
Wednesday 30 September 2026
Leisure vehicles become Eurocharm's largest segment with capacity expanding in Vietnam, North America
Taiwan's Eurocharm Holdings, an OEM automotive and motorcycle parts maker, said at an earnings call on September 29 that leisure vehicles had become its largest product segment, as...
Wednesday 30 September 2026
DIGITIMES Insight: AI is emerging as the new growth anchor in the mobile communications industry
South Korea's leading telecommunications operator, SK Telecom (SKT), recently established SK Hyper and SK Horizon in quick succession. The moves mark a pivotal shift for telecommunications...
Wednesday 30 September 2026
EOI lays out three growth engines, eyes AI optical communications
Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module...
Wednesday 30 September 2026
AI boom draws display makers into semiconductors with glass core substrates and Micro LED
AI is driving the semiconductor industry into a new growth cycle while creating opportunities for display companies traditionally centered on panels to move into semiconductors. These...
Wednesday 30 September 2026
Acer targets new niches in mature device markets with education tablets, e-paper displays
Acer's recent launches of tablets and e-paper displays have raised a broader question: how can the company carve out growth in mature markets already dominated by established brands?...
Wednesday 30 September 2026
ByteDance makes up a fifth of China's AI data center capacity amid growing buildout
ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a...